#Semiconductors
Total 114 articles
Beijing added an Nvidia gaming chip to its customs ban list the same week Jensen Huang visited China with Trump. Here's what it means for the chip war—and who actually wins.
The US president lands in Beijing for a two-day summit. Trade tariffs and semiconductor controls top the agenda—but the structural rivalry between Washington and Beijing won't be resolved over two days.
Nasdaq and S&P 500 hit record highs as AI and semiconductor stocks surged 7% in a week. Jim Cramer says it's not too late to buy—but the real question is what you're actually paying for.
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TSMC has signed a 30-year power purchase agreement for 100% of output from Taiwan's Hai Long offshore wind project. The 1GW deal reveals how chipmakers are quietly becoming energy companies.
At Milken 2026, five AI insiders—from the CEO of ASML to a quantum physicist challenging LLMs—laid out the physical, energy, and geopolitical limits the AI boom is running into.
Five Big Tech giants reported Q1 earnings after committing a combined $700B+ to AI data centers. The results reveal a clear divide between smart spenders and expensive mistakes.
Nvidia closed at an all-time high as Intel posted its best day since 1987. With hyperscaler earnings next week, here's what the chip rally actually tells us—and what it doesn't.
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40,000 Samsung union workers rallied at its Pyeongtaek chip plant, threatening an 18-day strike over wages. With AI-driven RAM shortages already lifting consumer prices, the timing couldn't be worse.
Amazon's fresh $5B investment in Anthropic brings its total to $13B. But the real story is a $100B AWS spending pledge and a bet on Amazon's own AI chips over Nvidia.
From the Hormuz blockade to K-pop's 12th Billboard week — seven days that rewrote the rules. Rare earth leverage, Anthropic's thaw, and a 46-minute DeFi heist point to the same shift.
Jeong Jin Lee
Memory makers can't build fabs fast enough. By end of 2027, supply will cover just 60% of demand. Here's why the shortage could last until 2030—and what it means for AI, your devices, and the chip industry.
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Alibaba and China Telecom launched a 10,000-chip AI data center in Guangdong powered by Alibaba's homegrown Zhenwu semiconductors. What does China's accelerating chip self-sufficiency mean for Nvidia, global AI competition, and your portfolio?
